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進一步了解
全球頂尖投資人與避險基金的最新股票投資組合
巨額 AUM
超過2,000億美元
AUM 規模大
100億美元至2,000億美元
中型 AUM
20億美元至100億美元
AUM 較小
2.5億美元至20億美元
微型資產管理規模
低於2.5億美元
低於10%
低於20%
低於40%
低於60%
低於80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | 名稱 | AUM |
AUM 成長率 |
AUM 成長率% |
季度 估算報酬率 |
3年 估算報酬率 | 持股 | 投資組合週轉率 |
平均持有 期間(年) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1851 |
1851
CapWealth Advisors
Franklin,
Tennessee
| US$5.69億 | -US$4034萬 | -7% | 13.2% | 152% | 117 | 19.66% | 3.8 |
|
| 1852 |
1852
Cardan Capital Partners
Denver,
Colorado
| US$5.69億 | -US$6932萬 | -11% | 10.7% | 64% | 209 | 35.89% | 1.3 |
|
| 1853 |
1853
Executive Wealth Management
Brighton,
Michigan
| US$5.68億 | – | – | 8.2% | 18.4% | 927 | – | 0 |
|
| 1854 |
1854
TRUE Private Wealth Advisors
Salem,
Oregon
| US$5.67億 | -US$1.44億 | -20% | 9.52% | 89.2% | 1,109 | 79.98% | 1.7 |
|
| 1855 |
1855
Ensemble Capital Management
San Francisco,
California
| US$5.67億 | -US$4063萬 | -7% | 16.4% | 36.2% | 31 | 19.35% | 3.4 |
|
| 1856 |
1856
Osborn Williams & Donohoe
Cincinnati,
Ohio
| US$5.67億 | -US$7642萬 | -12% | 10.5% | 23.7% | 237 | 9.7% | 4.2 |
|
| 1857 |
1857
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| US$5.66億 | -US$7878萬 | -12% | 11.8% | 86% | 454 | 24.89% | 2.9 |
|
| 1858 |
1858
Fulton Breakefield Broenniman
Bethesda,
Maryland
| US$5.66億 | -US$7696萬 | -12% | 9.57% | 76% | 114 | 9.65% | 3.3 |
|
| 1859 |
BPM
1859
Bowling Portfolio Management
Cincinnati,
Ohio
| US$5.65億 | -US$1.49億 | -21% | 16.3% | 45.7% | 436 | 48.39% | 1.6 |
|
| 1860 |
1860
Independent Advisor Alliance
Charlotte,
North Carolina
| US$5.65億 | +US$943萬 | +2% | 11.1% | 149% | 492 | 40.24% | 1.1 |
|
| 1861 |
EA
1861
Echinus Advisors
New York
| US$5.65億 | -US$1807萬 | -3% | 12.8% | 91.4% | 10 | 20% | 1.5 |
|
| 1862 |
1862
Garde Capital
Seattle,
Washington
| US$5.65億 | -US$3014萬 | -5% | 9.75% | 67.6% | 173 | 8.67% | 2.6 |
|
| 1863 |
CFIC
1863
City Financial Investment Company
London,
United Kingdom
| US$5.62億 | -US$25.3億 | -82% | 1.23% | – | 191 | 55.5% | 0.4 |
|
| 1864 |
1864
Vicus Capital
State College,
Pennsylvania
| US$5.62億 | -US$6050萬 | -10% | 11.6% | 67% | 243 | 14.81% | 2.9 |
|
| 1865 |
1865
Corient Capital Partners
Newport Beach,
California
| US$5.61億 | -US$3966萬 | -7% | 12.1% | 39.2% | 327 | 29.66% | 1.6 |
|
| 1866 |
CC
1866
Cornerstone Capital
Palo Alto,
California
| US$5.61億 | -US$9688萬 | -15% | 10.8% | 102% | 83 | 10.84% | 3.9 |
|
| 1867 |
1867
Capital Investment Services of America
Milwaukee,
Wisconsin
| US$5.61億 | -US$1.05億 | -16% | 11.8% | 74.2% | 74 | 10.81% | 4 |
|
| 1868 |
1868
Provident Investment Management
Novi,
Michigan
| US$5.6億 | -US$1.44億 | -20% | 13.6% | 90.8% | 61 | 6.56% | 3.7 |
|
| 1869 |
1869
YHB Investment Advisors
West Hartford,
Connecticut
| US$5.6億 | -US$1.03億 | -16% | 11.7% | 96.2% | 201 | 16.92% | 3.8 |
|
| 1870 |
1870
Hilton Capital Management
Garden City,
New York
| US$5.59億 | -US$1.1億 | -16% | 8.36% | 58.2% | 366 | 27.87% | 0.8 |
|
| 1871 |
1871
GenTrust
Miami,
Florida
| US$5.59億 | -US$6415萬 | -10% | 9.33% | 58.9% | 111 | 35.14% | 1.2 |
|
| 1872 |
1872
Cornerstone Advisors (Washington)
Bellevue,
Washington
| US$5.59億 | +US$4.04億 | +262% | 13.5% | 24.3% | 1,339 | 21.21% | 2.8 |
|
| 1873 |
1873
BTC Capital Management
Des Moines,
Iowa
| US$5.58億 | -US$2726萬 | -5% | 11.7% | – | 189 | 19.05% | 2 |
|
| 1874 |
1874
Sound Point Capital Management
New York
| US$5.58億 | -US$7079萬 | -11% | 13.9% | 61.5% | 42 | 54.76% | 0.8 |
|
| 1875 |
1875
Exane Derivatives
Paris,
France
| US$5.57億 | +US$2403萬 | +5% | 11.3% | 42.7% | 771 | 22.7% | 1.7 |
|